Plan Snapshot
- Plan Sponsor: Worcester Envelope Company
- Sponsor EIN: 041989150
- Sponsor Address: 22 MILLBURY STREET, AUBURN, MA, 01501
- Plan Type: DB
- Total Participants: 28
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 28 | $6.7M | $121,781 | $0 |
| 2023 | 37 | $6.4M | $155,018 | $0 |
| 2022 | 37 | $6.1M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $95,363 | $39,033 | — | — | — |
| 2023 | $123,076 | $36,612 | — | — | — |
| 2022 | $137,911 | $39,823 | — | — | — |